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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,768 | $117,895-87.5% | $102,460-85.6% | $145,897-89.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.08% | 31.92%-14.8pp | 29.47%-12.4pp | 552.29%-535.2pp |
| Employer contribution / active EE | $4,188 | $3,619+15.7% | $3,025+38.5% | $4,663-10.2% |
| Participant deferral / active EE | $9,041 | $5,736+57.6% | $5,056+78.8% | $6,689+35.2% |
| Admin fee / account holder | $1,609 | $13,353-88.0% | $9,460-83.0% | $13,390-88.0% |